The Advisory Group Of San Francisco, LLC
The Advisory Group Of San Francisco, LLC (CRD# 108110) is a financial advisory firm headquartered in San Francisco, CA. They manage $945,975,982 in 384 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management946MILLION
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Total Number of Accounts384ACCOUNTS
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Average Account Value$2,463,479
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NH, NV, NY, TX, WA
Ryan Chavez (CRD# 6078872) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has over 5 years of experience in the finance industry. Ryan Chavez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Margaret Hiller (CRD# 4785596) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Margaret Hiller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Hurford (CRD# 2829818) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has over 23 years of experience in the finance industry. John Hurford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Patterson (CRD# 4484846) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
Roger Patterson (CRD# 357986) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Lisette Smith (CRD# 1665492) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Lisette Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.